--- title: Close API Integration on Truto slug: close category: CRM canonical: "https://truto.one/integrations/detail/close/" --- # Close API Integration on Truto **Category:** CRM **Status:** Generally available ## Unified APIs ### Unified CRM API - **Accounts** — The accounts represent a company in a CRM. - **Associations** — - **Contacts** — The contacts represent an existing point of contact at a company in a CRM. - **Engagements** — The engagements represent an interaction noted in a CRM. - **Fields** — The fields of entities in a CRM. - **Notes** — The notes represent a note on another object in a CRM. - **Opportunities** — The opportunities represent an opportunity in a CRM. - **Pipelines** — - **Stages** — The stages represent a stage of an opportunity in a CRM. - **Tasks** — The tasks represent a task in a CRM. - **Users** — The users represent a user in a CRM. ### Unified User Directory API - **Roles** — The Role object represents a role of a User. - **Users** — The User object represents a User. ### Unified Search API - **Search** — Search endpoint for all the apps. ## How it works 1. **Link your customer's Close account.** Use Truto's frontend SDK; we handle every OAuth and API key flow so you don't need to create the OAuth app. 2. **Authentication is automatic.** Truto refreshes tokens, stores credentials securely, and injects them into every API request. 3. **Call Truto's API to reach Close.** The Proxy API is a 1-to-1 mapping of the Close API. 4. **Get a unified response format.** Every response uses a single shape, with cursor-based pagination and data in the `result` field. ## Use cases - **Push enriched prospect data directly into Close** — Lead generation and intent data platforms can let their users export targeted prospect lists into Close as fully enriched Accounts and Contacts, complete with phone numbers, job titles, and social URLs — eliminating manual data entry for high-velocity sales teams. - **Inject AI meeting summaries into the Close timeline** — Conversation intelligence and AI notetaker apps can search for a prospect in Close and automatically append transcription summaries, action items, and recording links as Notes or Engagements, giving reps full context without leaving their CRM. - **Trigger sales tasks from product usage signals** — PLG analytics and revenue intelligence platforms can update Close custom fields like lead score in real time and create Tasks for account owners when a free-trial user hits a high-intent event, bridging the gap between product data and sales execution. - **Advance deals automatically on external contract events** — E-signature, CPQ, and proposal tools can move Close Opportunities to the correct pipeline stage — like Closed Won — the moment a buyer signs a document, keeping deal data accurate without requiring rep intervention. - **Deduplicate records before syncing new leads** — Any SaaS app pushing data into Close can first query for existing Accounts by email domain using search, preventing duplicate records that break SDR workflows and pipeline reporting. ## What you can build - **One-click prospect export to Close** — Let users select target prospects in your app and push them as new Close Accounts and Contacts with all enrichment fields mapped automatically. - **Automated deal stage progression** — Move Close Opportunities through pipeline stages programmatically when external events occur, such as a signed contract or a successful payment. - **Real-time lead scoring field sync** — Write product usage signals, billing data, or intent scores to custom fields on Close Accounts so reps always see the latest context. - **Timeline activity injection** — Append meeting summaries, support tickets, survey responses, or billing events as Notes or Engagements on the Close Account timeline. - **Smart task creation for sales reps** — Automatically generate prioritized Tasks assigned to the correct Close user when your app detects a high-intent signal or workflow trigger. - **Pre-sync duplicate detection** — Query Close via unified search before creating records, ensuring your integration never pollutes a sales team's pipeline with duplicate Accounts or Contacts. ## FAQs ### How does Close's data model map to Truto's Unified CRM API? Close uses 'Lead' as its company-level object and 'Contact' for individual people within a Lead. In Truto's Unified CRM API, a Close Lead maps to an Account and a Close Contact maps to a Contact. Opportunities, Notes, Tasks, and other objects map directly to their unified counterparts. ### What authentication method does Close use? Close supports OAuth 2.0 for third-party integrations as well as API key-based authentication. Truto handles the auth flow so your end users can connect their Close accounts without you managing tokens or key storage. ### Are custom fields supported when reading or writing Close data? Yes. The Unified CRM API includes a Fields resource that allows you to read and write custom field values on Close Accounts, Contacts, and Opportunities. This is commonly used to sync lead scores, product telemetry, or billing metrics. ### Does Truto handle Close API rate limits and pagination? Yes. Truto manages pagination and rate limit handling automatically, so you don't need to build retry logic or cursor management against Close's API yourself. ### Which Unified APIs are available for Close? Close is supported through Truto's Unified CRM API (Accounts, Contacts, Opportunities, Pipelines, Stages, Engagements, Notes, Tasks, Fields, Associations, Users), Unified User Directory API (Users, Roles), and Unified Search API (Search). ### Can I create both an Account and its associated Contacts in a single workflow? Yes. You can use the Unified CRM API to first create an Account (Close Lead), then create Contacts associated with that Account. The Associations resource lets you manage the relationship between these objects. ## Related reading - [How Integrations Close Enterprise Deals (2026 Data & Architecture)](https://truto.one/blog/how-integrations-help-close-enterprise-deals-2026-data/) — Enterprise deals die when integrations are missing. Gartner data shows integration capability is the #1 sales-related factor in software purchases. Here's how to fix it.